Creating Invoices
iMagic Inventory makes invoice creation fast and straightforward.
New Invoice
- Click the New Invoice button on the main toolbar.
- Search for an existing customer or enter new customer details.
- Add items to the invoice by searching by name or scanning a barcode.
- Stock levels are updated automatically as you add items.
- Click Save to save the invoice, or Print to print immediately.
Invoice Templates
iMagic Inventory comes with built-in invoice templates. If you need a custom layout, you can design one in Microsoft Word and use it as a custom template.
Converting Quotes to Invoices
Create a quote by selecting New Quote instead of New Invoice. When the customer confirms, open the quote and click Convert to Invoice — all details carry over automatically.
- Click the New Invoice button on the main toolbar.
- Search for an existing customer or enter new customer details.
- Add items to the invoice by searching by name or scanning a barcode.
- Stock levels are updated automatically as you add items.
- Click Save to save the invoice, or Print to print immediately.